Pre-Closing

Role Overview: As a Senior Specialist, you will be responsible for processing specialty lending products and complex loan transactions. You will complete a comprehensive review of loan documents prepared by outside legal counsel to ensure they meet serviceability requirements and terms of approval. Additionally, you will assist in second level reviews of critical items as needed to ensure accuracy prior to releasing closing documents. Key Responsibilities: - Review and input loan submissions from Relationship Managers (RMs) in CML, including reviewing financial information, ownership, loan structure, and compliance needs. Ensure complete and accurate data entry in CML. - Communicate with RMs to gather additional information necessary to deem the application as complete and ready for underwriting. - Complete loan pre-closing tasks, such as ordering appraisals, environment reports, title UCC searches, and performing a detailed review of supporting documentation. - Collaborate with RMs to ensure all conditions precedent to closing required by credit are met. - Review existing loan documents for accuracy and compliance with loan guidelines. - Finalize post-approval in CML. - Communicate with underwriting, Line of Business Executives, and Credit Administration to address policy exceptions. - Utilize Loan Guidelines and commercial procedures to ensure documents are prepared in accordance with approval document. - Utilize special loan software to produce accurate and complete loan documents. - Prepare template documents outside of loan software (e.g. Rate Modifications, Due Date Changes). - Prioritize large pipelines to ensure adherence to service level expectations. - Exhibit flexibility in response to the changing banking environment. - Work in a fast-paced environment and provide options and solutions when issues arise. Qualification Required: - Associate or bachelor's degree preferred but not required. - Knowledge of loan documents and experience with loan processing. - Highly organized with a strong attention to detail. - Strong analytical and problem resolution skills. - Excellent verbal and written communication skills. - Experience working in a fast-paced office environment with service level expectations. - Ability to meet deadlines. Preferred Skills: - Retail Banking experience in Deposits, Wires, AML, Fraud, Mortgage, and cards is preferred. (Note: The section "Additional Responsibilities" and "Night Shift" were omitted as they were not directly related to the job description provided.),